
Senior Financial Manager
24 hours ago
Job Title: Account Management Specialist
About the Role:
We are seeking a highly skilled and experienced Account Management Specialist to join our team. As an Account Management Specialist, you will be responsible for managing client relationships, ensuring timely delivery of services, and maintaining accurate financial records.
Key Responsibilities:
- Manage client accounts, including financial management and reporting
- Prepare financial reports and maintain accurate financial records
- Perform reconciliations, month-end, and year-end close activities
- Manage Dext, Uncat, QuickBooks Online (QBO), Xero, and related systems
- Handle sales tax processing and filing
- Process payroll, including reconciliation, troubleshooting, and onboarding
- Manage accounts receivable, including importing transactions from e-commerce and third-party applications
- Complete monthly reconciliations of all bank, loan, and credit card statements
- Create and analyze financial reports for review
- Perform balance sheet reconciliations
- Conduct year-end reconciliations and process 1099 forms
Required Skills and Qualifications:
- Bachelor's Degree in Accounting or related field
- 5+ years of experience in accounting, preferably with U.S. clients
- Advanced proficiency in Excel
- Comfortable with 3rd-party software applications
- Experience in a remote work environment
- Solid understanding of bookkeeping, AP/AR, and payroll
- Knowledge of reconciliations, month-end, and year-end close processes
- Experience in sales tax and payroll processing
- Managing e-commerce transactions & accounts receivable
- Accounting system setup, cleanup, and conversion
- Fixed asset posting, including creation, disposal, transfer, and depreciation
- General Ledger journal entry processing
- Balance sheet reconciliation & financial statement interpretation
- Understanding of GAAP principles
Additional Requirements:
- Strong analytical thinking and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work effectively in a team environment
- High degree of accuracy and attention to detail
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